LPL Financial
SERV

LPL Financial’s Serve Robotics SERV Stock Holding History

LPL Financial’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Buy
280,996
+24,923
+10% +$208K ﹤0.01% 3837
2026
Q1 		$2.16M Buy
256,073
+103,545
+68% +$1.12M ﹤0.01% 3434
2025
Q4 		$1.58M Buy
152,528
+50,746
+50% +$609K ﹤0.01% 3609
2025
Q3 		$1.18M Buy
101,782
+35,493
+54% +$389K ﹤0.01% 3834
2025
Q2 		$758K Buy
66,289
+20,734
+46% +$182K ﹤0.01% 4002
2025
Q1 		$262K Buy
45,555
+23,790
+109% +$312K ﹤0.01% 4668
2024
Q4 		$294K Buy
+21,765
New +$229K ﹤0.01% 4544

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LPL Financial's SERV Position: Q2 2026 in Review

LPL Financial increased its Serve Robotics (SERV) stake by 9.7% in Q2 2026, buying an estimated $208K and bringing the position to 280,996 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

LPL Financial first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • LPL Financial held 280,996 shares of Serve Robotics worth $1.85M as of Q2 2026.
  • LPL Financial bought 24,923 Serve Robotics shares in Q2 2026, an estimated $208K.
  • Serve Robotics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3837 holding.
  • LPL Financial first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • LPL Financial's Serve Robotics position peaked at $2.16M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.